(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 3rd, 2015

Plan Sponsor of the Year Finalists: Multiple Categories

PLANSPONSOR is pleased to announce the finalists for the 2015 PLANSPONSOR Plan Sponsor of the Year award in the Public DC, Public DB and Multiple Plans categories.Read more >

Methodist Church Adopts New Investment Guidelines

The General Board of Pension and Health Benefits of The United Methodist Church has adopted new investment guidelines.Read more >

IRS Suggests Internal Controls

The IRS has suggested a list of helpful internal controls for retirement plan sponsors.Read more >
The Internal Revenue Service (IRS) has announced a corrected address for service providers, attorneys or other entities to send applications for 403(b) pre-approved plans.Read more >

Mercer Releases Social Security and Medicare Guides

Mercer has released its “2015 Guide to Social Security” and “2015 Medicare” booklets, which provide simple explanations of both national programs, discuss recent changes, and evaluate cost and benefit amounts for 2015.Read more >

Ask the Experts – What Is a FICA Alternative Plan?

“I recently started working in the employee benefits department at a large public university. Among the retirement plans that they sponsor is something called a ‘FICA alternative’ plan, but I can locate little information about the plan. Can the Experts tell me if they have ever heard of such a plan?”Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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